Nicole M. Chow Email & Phone Number

Pasadena, California, United States

Pasadena, California, United States

• CRM maintenance to ensure data accuracy and fluid day-to-days firmwide; specializing in Salesforce, HubSpot, Asana, Linkpoint, Citrix, GoToMeeting, RingCentral, Zoom, Conga, PowerBI, and Proposify• Pilot solutions-driven and innovative plans with our software development department to deploy new technologically advanced resources to optimize everyone's day-to-day• Orchestrate multi-department collaborations to improve internal processes and maximize efficiency that directly impact billing, commissions, and our Strategic Alliance Partnerships• Generate and maintain raw data reports to aid decision-making and identifying business goals for the executive committee• Resource research and procurement through beta-testing to shorten the sales cycle• Routine contract reviews to ensure they’re in compliance with company policies• Oversee the SalesOps team project pipeline to manage expectations and accountability

Pasadena, California

• Partnered with industry leaders specializing in cost segregation, research and development, 45L / 179D, transfer pricing, employee retention, IC-DISC, and CA competes through various aspects of the sales cycle to maximize firm’s annual revenue goals• Collaborated with certified engineers to evaluate hundreds of thousands of properties to determine clients' potential tax savings• Helped qualify innovative and science-centric businesses to capture millions in tax credits to offset tax liability• Integrated professional development strategies to advance the prosperity of the firm by fostering and sustaining quality relationships with prospects while cultivating a high standard of professional ethics; inclusive of C-level executives• Kept constant communication channels open with CPA firms and C-level executives to ensure all project needs were being met

Pasadena, California

• Wrote proposal submissions and contracts to showcase potential tax benefits to prospects • Kept constant communication channels open with CPA firms and C-level executives to ensure all project needs are being met • Assisted with marketing campaigns and trade shows to promote brand awareness• Monitored and managed sales opportunities in our pipeline nationwide in an effort to prevent projects falling through the cracks and ensured client retention

El Monte, California

• Played an integral part in helping the president launch his start-up company• Implemented company guidelines and policies • Spearheaded marketing campaigns • Coordinated and conducted meetings with clients to communicate project needs• Supervised and managed project productions • Organized projects with specific samples • Handled and maintained shipping accounts and packages • Prepared expense reports in accordance with company policies

Rosemead, California

• Was given the responsibility of handling confidential file loans of customers • Monitored specialized software databases to transfer files company-wide • Consistently kept track of signature cards from other branches to meet urgent deadlines• Communicated with team members to evenly distribute project responsibilities to execute maximum performance and ensure smoother daily office operations.

Los Angeles, California

• Filed and organized legal cases from the past 5 years • Created case exhibits • Updated invoices for all employees in the office • Routinely ran through office inventory • Fulfilled administrative and clerical duties • Kept track of various company expenses • Resolved technical difficulties within the office to maximize efficiency • Anticipated the daily needs of the CEO and CFO • Monitored communication lines between clients and office employees.

Bachelor Of Science In Business Administration (B.S.B.A.), Business Administration And Management, General

Activities and Societies: Delta Sigma Pi

Honours Business Management & Marketing

Participated in an academically rigorous business program in England for one semester. I was given the opportunity to be exposed to new.